RadOS Help Center
Every feature, explained step by step in plain English — the pages, buttons, and menus exactly as you'll see them. No technical background required.
No articles match that search. Try a different word, or browse the categories in the sidebar.
The first things to understand when you open RadOS for the first time — your account, your Dashboard, and how the platform is organized.
You'll receive a sign-up link from your course, coach, or program. Open it, enter your email address and a password, and confirm your email. You'll land directly on your Dashboard — the home screen of RadOS.
Your Dashboard gives you a snapshot of your business the moment you log in: recent sales, new contacts, and quick links into the areas you use most.
The left-hand menu is where you'll spend most of your time. It's organized into a small number of sections:
Everything else in RadOS is a variation on these six sections.
Once these four ideas click into place, the rest of the platform is just variations on them:
RadOS gives you three ways to put pages online, and you can combine all three:
Every page in RadOS — funnel steps, blog posts, emails — is built with the same drag-and-drop editor. Learn it once, and you can build anything.
What you'll need: a RadOS account and a page to edit (a funnel step, blog page, or email).
Every page is made of three layers, nested inside each other:
When you add a new section, it automatically comes with one row and one column already inside it — you build outward from there.
Drag any element from the left panel directly into a column. Click it once it's placed to edit its content, and click the small settings icon to adjust typography, color, size, and spacing.
If you've changed a setting (typography, color, size) and want to undo just that change, click the element, open the specific setting you changed, and click the small circular reset icon next to that setting's name. Only that setting reverts — everything else stays as you left it.
To collect emails or other information, drag in a Form element. You can add custom fields beyond just email and name — click Add a custom field inside the form settings. A Popup works the same way but displays as an overlay, triggered by a timer, scroll position, or exit intent. A Survey element lets you ask multiple-choice questions directly on the page.
Every page has an SEO section where you can set the page title and meta description that appear in Google search results. You can also control whether the page is indexed by search engines at all — useful for pages like thank-you or order-confirmation pages that shouldn't show up in search.
For advanced customization, RadOS lets you insert your own HTML, CSS, or JavaScript directly into a page using the Code element. This is optional — most pages never need it — but it's there if you want to embed a third-party widget or add custom styling the editor doesn't support natively.
A funnel is the path a visitor follows — from landing on a page, to becoming a lead, to becoming a paying customer. Every funnel is built from a sequence of steps (pages).
| Type | What it's for |
|---|---|
| Build an Audience | The simplest structure — an opt-in page + thank-you page. Use it to grow your email list. |
| Sell | Comes preset with an order form + thank-you page. Built to generate direct sales. |
| Custom | A blank canvas — add any page type from scratch. Best once you're comfortable with the editor. |
| Run an Evergreen Webinar | A specialized 3-page structure for selling and hosting an automated webinar. |
An order bump is a small additional offer shown right on the order form, before checkout — a classic way to increase your average order value.
Each upsell/downsell purchase is charged as its own separate transaction, not bundled into the original order.
Create a variation of any page and RadOS will split traffic between the two versions automatically, so you can see which one converts better before committing to a design.
Add a countdown timer to a funnel to create genuine urgency — for example, a 48-hour window on a launch offer. Once the deadline passes, you can configure the page to redirect visitors elsewhere or show the offer as closed.
Inside a funnel, you can move, duplicate, or delete any step from the funnel's page menu. Duplicating is useful for creating a second version of a page to test a new headline or layout without touching the original.
Open your funnel and check the Statistics tab to see visits, opt-ins, and sales for each step. This tells you exactly where visitors drop off, so you know which page to improve first.
Host your paid or free educational content and give students a clean learning space, whether it's a single mini-course or a full membership site.
You can change any of this information later from the course's settings.
Inside your course, click Add module, name it, and save. Inside each module, click Add lecture and fill in:
Click the three-dot menu next to any module or lecture to Duplicate it (creates an exact copy in the same course) or Move it (transfers it to a different course entirely). You can also drag and drop lectures to reorder them or move them between modules.
| Type | What students see |
|---|---|
| Full access | All modules and lectures unlock instantly, regardless of any delay you've set. |
| Drip content | Lectures unlock gradually, according to the delay you configured on each one. |
| Partial access | Students only see specific modules you've selected in advance. |
| Partial access with drip | Students see only selected modules, and lectures within them still unlock gradually. |
If you increase a delay before a lecture unlocks, RadOS automatically recalculates the remaining wait time based on the new delay — it doesn't just add the extra days on top blindly.
Attach your course as the "resource" on an order form, upsell, downsell, or order bump page — once payment succeeds, RadOS grants access automatically and sends the student a welcome email with their login details.
Open Contacts, find the student, open their profile, and enroll them directly into the course — useful for bonuses, gifts, or manual sales made outside RadOS.
A course bundle groups several existing courses into one package, so a single purchase grants access to all of them at once — useful for a "VIP" tier that includes everything you've created.
Add a quiz to any module to test comprehension before a student moves on. Enable comments on a lecture-by-lecture basis if you want students to be able to ask questions or discuss directly under the content.
Two tools cover everything: Campaigns for automated, timed sequences (like a welcome series), and Newsletters for one-off broadcasts sent to a segment of your list.
The Classic editor is a simple text-based writer, good for plain, personal-feeling emails. The Visual editor is a drag-and-drop canvas — the same system as the page editor — for emails with images, buttons, and multi-column layouts. You can control which elements show on desktop vs. mobile independently.
Each email in a campaign can be set to send:
Before sending, you can choose Save and test (sends a preview to yourself), Save and send (sends immediately), or Save and schedule (sends at a future date and time you set).
Insert codes like a contact's first name or email address, and RadOS automatically fills in each recipient's real details when the email sends. You can also make these variables clickable — highlight the text, click the link icon, and paste the variable into the URL field.
Before you can send test or live emails from a given address, you need to confirm it (a verification link is sent to that inbox). Keep your emails visually light — heavy use of images, fonts, and embedded styling increases the chance of landing in spam. Favor clear, relevant content over dense design.
Automation rules follow one simple logic: when something happens, then RadOS does something — no manual work required.
You don't always need to open the Automations section separately — you can create automation rules directly inside the funnel step editor, right where the trigger event (like a form submission) will happen.
Workflows extend automation rules into multi-step, branching sequences — for example, wait 3 days, then check if a tag is present, and send a different email depending on the answer. Use workflows once your automations need more than a single trigger-and-action pair.
Every lead and customer lives in your Contacts list under CRM. Tags are the labels that keep that list organized and targetable.
Go to CRM → Contacts, select the contacts you want, click More actions → Export. A CSV file is generated and emailed to your account address.
A tag is a label attached to a contact — for example, "Free Guide," "Customer," or "VIP." Tags are essential for targeted newsletters and automation rules; without them, you can only message your entire list at once.
Each tag's dashboard shows Today/Yesterday counts, a running Total, how many were Removed, and the Sales generated by contacts carrying that tag.
Open a contact's profile, find the Tags section, and click Add Tag, or click the small "x" next to an existing tag to remove it.
Connect a payment processor once, then build any pricing structure you need — one-time payments, subscriptions, or installment plans.
Stripe supports cards, Apple Pay, and several local methods (iDEAL, Bancontact, Klarna, Multibanco) depending on the buyer's country and currency — all handled automatically once connected.
Follow the same path — Settings → Payment Gateways — and connect your existing PayPal account. If PayPal transactions aren't appearing as expected, double-check that the connected account matches the one receiving funds, and that the integration hasn't been disconnected on PayPal's side.
Inside your order form, select Digital product, add a resource, and click the + next to it to configure a price plan. There are three types:
| Type | How it works |
|---|---|
| One-time payment | A single charge for permanent access. Just enter the amount and tax behavior. |
| Subscription | A recurring charge (e.g. $20/month). You can add a free trial period measured in days, weeks, months, or years — enter "0" if you don't want a trial. |
| Payment plan | Same setup as a subscription, but with a fixed total number of payments (e.g. "3" for three monthly installments), after which billing stops automatically. |
Create a coupon with a percentage or fixed-amount discount, choose which products it applies to, and optionally set an expiry date or a maximum number of redemptions.
Always run a full test purchase through your own funnel before sharing the link publicly — this confirms the payment gateway, the resource delivery (course access, tags, files), and your automated confirmation emails are all working together correctly.
Enable automatic invoice generation so customers receive a receipt after every purchase. For subscriptions, if a customer's card fails, RadOS can automatically retry the payment and notify the customer, giving them a chance to update their card before access is revoked.
Use your own web address (like yourbrand.com) instead of the default RadOS link. This is the most technical setup in RadOS — take it slowly and it'll go smoothly.
What you'll need: a domain purchased from any domain registrar, and access to that registrar's DNS settings.
RadOS will generate two CNAME records you'll need in the next step.
Log in to wherever you purchased your domain, go to your DNS zone, and create two new CNAME records using the exact values RadOS displayed for you:
Once both records are added, verify propagation using a free tool like dnschecker.org — search the full CNAME name (including your domain) and confirm the indicators show green worldwide.
Your CNAME points www.yourbrand.com to RadOS — you also need visitors typing just yourbrand.com (no www) to land in the right place.
Once your domain is connected, tell RadOS which page or blog should load when someone visits your bare domain — otherwise visitors will land nowhere. Set this from the same Custom Domain settings panel.
Purchase one first from any domain registrar (there are many reputable ones online), then come back and follow Steps 1–3 above.
A built-in blog is a good way to bring in free search-engine traffic before sending readers into a funnel.
Once created, click the blog's title to manage it. From there:
Inside your blog, use the Posts, Pages, or Categories sub-menu, then click + Create. Use categories to group related posts and make your blog easier to browse.
Turn readers into subscribers by dragging a Form or Popup element directly onto your blog layout or an individual post — the same editor and elements you use everywhere else in RadOS.
Quick answers to the questions beginners ask most often.
No. Every page, email, and course is built using the same drag-and-drop editor. If you can use a word processor, you can build in RadOS.
You can view your Dashboard and statistics from a phone browser, but for building pages, funnels, and emails, use a laptop or desktop for the best editing experience.
Nothing is lost. RadOS saves your work automatically as you go, so you can log back in and continue exactly where you left off.
Yes, at any time. Edits go live as soon as you save — your published page always reflects your latest changes.
Usually a few hours, though DNS changes can technically take up to 24–48 hours to fully propagate worldwide. This is normal and doesn't require you to redo any steps.
Automation task history is only kept for 30 days before being cleaned up automatically. If it's older than that, it's simply no longer stored — it doesn't mean the automation failed to run.
No — email sending is unlimited on your RadOS plan, regardless of how large your list grows.
A campaign is a timed, automated sequence triggered by an event (like an opt-in) — think of a welcome series. A newsletter is a one-off broadcast you send or schedule manually to a segment of your list, filtered by tags.
If you couldn't find your answer above, reach out and we'll walk you through it directly.
